Diana Lisbeth Vasquez
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage ServicesNov 2019 to now
- UnemployedApr 2019 to Nov 2019
- H & R BlockJan 2019 to Apr 2019
- UnemployedNov 2018 to Dec 2018
- H & R BlockJul 2018 to Oct 2018
- UnemployedApr 2018 to Jul 2018
- dba Travel Notary LaJan 2018 to Apr 2019
- H & R BlockJan 2018 to Apr 2018
- KhokoiOct 2016 to Apr 2017
- Charles Schwab & Co., Inc.Nov 2015 to Jan 2018
- Charles Schwab BankNov 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5387528
- Firm CRD
- 104555